Grand Rapids, Michigan
Visit our Grand Rapids office and connect with a team dedicated to personalized service, thoughtful financial strategies, and long-term guidance tailored to your goals.
Get in Touch
With Us
If you would like to make an appointment with Global Financial Trust, Inc. or have any questions, please fill out this form. We’ll reach out to you as soon as we can!
Grand Rapids, MI 49546
What Can You Expect?
We’ve built a custom financial planning experience that meets you where you are.
-
A Values-Driven Financial Strategy
-
Solutions for Turning Assets into Income
-
Confidence about Your Retirement Future
-
Clarity to Make Today’s Decisions
The Global Financial Trust Way
The Sassano Way is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.
Discovery
- Start with your goals & values
- Establish what you need from an advisor
- Map out your current financial picture
Strategy
- Evaluate what is needed to reach your goals
- Review of red flags and opportunities
- A strategic plan to get you where you want to go
Implementation
- Organize accounts to goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection